A look inside Bob Doll's 2015 playbook

The biggest investment opportunity in 2015 may be in cyclical stocks as the U.S. economy continues to improve, veteran portfolio manager Bob Doll told CNBC on Monday.

Adam Jeffery | CNBC

Bob Doll, chief equity strategist, Nuveen Asset Management.

Technology, industrials and consumer cyclicals in particular could see the biggest gains if the economy shows additional signs of strength, the chief equity strategist at Nuveen Asset Management said on "Squawk on the Street."